Through Similar Record Suggestions, users while working on a particular record inside Dynamics 365, can quickly find similar records and can use this information to better serve their customers. For example, while working on a case, users can find similar cases and can use the information in those similar cases to resolve the current case.
To configure Similar Records Suggestions in Dynamics 365:
- Connect Text Analysis Connection with Dynamics 365, which we have already done earlier
- Inside Dynamics 365, go to Settings | Data Management and select Similar Records Suggestions Settings.
- Create a new Advanced Similarity Rules for the Case entity as shown in the following screenshot:
